Lusona Financial Services are recruiting for a client services administrator to join a leading IFA in Glasgow city centre. Their offices are ideally situated to all major transport links including Queen Street and Central station.
The firm has an excellent support team and has a strong succession plan in place which will see it remain in private ownership in the years ahead. They regularly promote from within the company and this vacancy has arisen due to an internal promotion. They offer support and guidance if you wish to study towards your level 4 qualification.
As a client services administrator, you will be responsible for booking client reviews, processing new business and renewals, valuations, updating the back-office system.
Suitable applicants will ideally be working as an administrator within an IFA practice with experience in using Intelliflo back office system, and a variety of platforms.
A basic salary of up to £26K is on offer along with a generous benefits package.
For more information or to apply please contact Laura Randall at Lusona on 01698 440333 or email email@example.com